V104 - Intake and Scheduling Specialist
About The Position
At Job Duck, we are looking for a friendly and highly organized Bilingual Intake Specialist who enjoys helping people and creating positive first impressions. In this role, you will be the first point of contact for prospective clients, managing incoming calls, gathering important information, and ensuring leads are accurately documented and routed to the appropriate team. You will play a key part in keeping the intake process efficient by following up with potential clients and coordinating appointments. The ideal candidate is empathetic, attentive, and an excellent communicator in both English and Spanish, with the ability to build trust and provide exceptional service during every interaction. Based on the source document, this role supports a high volume of daily calls and requires strong attention to detail and professionalism.
Requirements
- Excited to help
- Empathetic and clear
- Good command of English and Spanish
- Knowledge of legal terms
Responsibilities
- Transferring qualified leads to the appropriate department—in this case, the sales team
- Qualifying the lead based on internal firm criteria
- Gathering and entering all relevant lead information into the CRM
- Handling approximately 30 incoming calls per day
- Following up on potential leads from day before
- Adding all contacts to the CRM
- Setting up appointments for the sales team
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
